META COULD SAVE ~$8.5B USING ITS OWN AI CHIPS IN 2027, BOFA ESTIMATES Meta plans to deploy its third-generation MTIA 450 chip, or Arke, in 1H 2027, followed by the higher-performance MTIA 500, or Astrid, later that year. Both chips, developed with Broadcom AVGO, are designed for AI inference, with Meta targeting more than 1 GW of custom-chip capacity over a 12-month period. BofA estimates Meta could deploy 5-6 GW of owned capacity in 2027 at a cost of roughly $200B. If chips account for 60% of t
META COULD SAVE ~$8.5B USING ITS OWN AI CHIPS IN 2027, BOFA ESTIMATES Meta plans to deploy its third-generation MTIA 450 chip, or Arke, in 1H 2027, followed by the higher-performance MTIA 500, or Astrid, later that year. Both chips, developed with Broadcom AVGO, are designed for AI inference, with Meta targeting more t